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JDIVX vs TRTIX
JDIVX vs TRTIX Comparison
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JDIVX vs TRTIX Comparison Chart in %
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JDIVX vs. TRTIX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDIVX is a Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. JDIVX (6.79B). TRTIX pays higher dividends than JDIVX: TRTIX (2.42) vs JDIVX (2.14). JDIVX was incepted earlier than TRTIX: JDIVX (11 years) vs TRTIX (11 years). JDIVX (0.74) is less costly to investors than TRTIX (0.68). JDIVX is a more actively managed with annual turnover of: 81.00 vs. TRTIX (15.00). JDIVX has a lower initial minimum investment than TRTIX: JDIVX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 32.61 vs. JDIVX (21.28). TRTIX return over 5 years is better than : 101.12 vs. JDIVX (48.41).
| JDIVX | TRTIX | JDIVX / TRTIX | |
| Total Expense Ratio | 0.73 | 0.68 | 107% |
| Annual Report Gross Expense Ratio | 0.74 | 0.68 | 109% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 13.617 | 15.852 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.79B | 17B | 40% |
| Annual Yield % from dividends | 2.14 | 2.42 | 88% |
| Returns for 1 year | 21.28 | 32.61 | 65% |
| Returns for 3 years | 33.87 | 86.76 | 39% |
| Returns for 5 years | 48.41 | 101.12 | 48% |
| Returns for 10 years | 98.81 | 162.59 | 61% |
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